Buy Hold Rant
Robotaxi and the rumored $25K two seater. Tesla could surprise with a new car
10/22/2025, 10:50:27 PM
Economic Summary
- New vehicle launches require extensive safety standards, road tests, and regulatory approval, meaning minimum one-year lead times and limiting near-term surprises.
- There are tests and rumors around a RoboTaxi two-seater and a potential steering-wheel consumer version; if priced around $25,000, this product could materially boost Tesla (TSLA) revenue.
- Some participants remain skeptical about rapid revenue growth and caution against investing based on hypothetical future products rather than current fundamentals.
Bullish
- A steering-wheel RoboTaxi sold near $25,000 could be a major revenue catalyst.
- An affordable two-seat RoboTaxi could drive mass-market adoption and boost sales quickly.
Bearish
- Skepticism about substantial near-term revenue growth; don't invest on speculative 'what-if' product announcements.
- Vehicle safety and regulatory testing typically delay new car launches by at least a year.
- Surprise product shipments like Apple's are unlikely for cars due to rigorous automotive standards.
Bullish tickers
TSLA
Bearish tickers
TSLA
TSLA
Bullish
A steering-wheel RoboTaxi at roughly $25,000 could be a significant revenue catalyst and enable mass-market adoption.
Bearish
Regulatory and safety testing delays make near-term revenue growth uncertain; avoid betting on speculative product launches.
AAPL
Bullish
Apple is referenced as an example of surprise product launches that cars cannot emulate due to stricter safety requirements.